Position in PSMT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$976
-$529 QoQ
Shares Held
5
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#369
of 385 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Cornerstone Financial Management LLC holds $487,183 across 7 Discount Stores names. PSMT ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
2,616 | $296,288 | |
| 2 | COST |
Costco Wholesale Corp /New
|
152 | $142,191 | |
| 3 | TGT |
Target Corp
|
187 | $24,424 | |
| 4 | DG |
Dollar General Corp
|
99 | $11,395 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
79 | $9,555 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
27 | $2,354 | |
| 7 | PSMT |
Pricesmart Inc
This page
|
5 | $976 |
All Filings in PSMT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976 | 5 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,505 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,226 | 10 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||